9-Box Grid for Leadership Succession

Instructions
Thank you for your interest in the 9-Box Grid Template!

To get started using the template please reference the instructions below.

Start by importing your employee performance review data into the blank
template tab. This data should include both performance and competency
ratings. (If you use Performance Culture you can easily export the data from
the Performance Values Matrix by filtering the past reviews and hitting the
export button)

In the template, Performance and Behavior ratings are added together to

calculate the Total Performance score. Performance and Behaviors are each
rated on a 5 star scale, so the Total Performance Score will consist of a
number from 1-10. 

Once the data is imported into the template you are now ready to begin the
9-box exercise.

Reference the populated template for an example of what a completed 9-

Box will look like.

Facilating the 9-box Exercise

After the data is imported you can filter by positions, departments, locations,
etc. to get visibility on the employees you want to do the 9-box exercise with.

During the exercise you can now select employees and rate their leadership
identified potential on the same 10 point scale. This then automatically
populates the 9-box grid once they rate the potential. We recommend you
do this process with a group of managers or other leaders.
You’re most interested in individuals in the far right column - employees who
are high performers and demonstrate leadership potential.

From here you can begin to form your leadership succession strategy.
 Review
Employee Position Department Location Manager(s) Year
Allison Meyers Marketing AssistMarketing Wilmington Amy Barnes, Eliz 2019
Allison Meyers Marketing AssistMarketing Elizabeth Ray 2017
Allison Meyers Marketing AssistMarketing Elizabeth Ray 2016
Allison Meyers Marketing AssistMarketing Elizabeth Ray 2017
Allison Meyers Marketing AssistMarketing Wilmington Colleen Adams, 2017
Allison Meyers Marketing AssistMarketing Wilmington Colleen Adams, 2017
Allison Meyers Marketing AssistMarketing Wilmington Amy Barnes, Eliz 2018
Amy Barnes Vice President o Operations Wilmington Melissa Super Us 2019
Amy Barnes Vice President o Operations Wilmington Lindsay Admin Us 2017
Amy Barnes Vice President o Operations Wilmington Lindsay Admin Us 2018
Atticus Finch Attorney Legal Wilmington Melissa Super Us 2018
Betina Meeks Accounts ReceivaAccounting Linda Lawflin 2019
Bill Porter Vice President o Finance Melissa Super Us 2019
Bill Porter Vice President o Finance Elizabeth Ray 2017
Bill Porter Vice President o Finance Raleigh Melissa Super Us 2017
Bill Porter Vice President o Finance Raleigh Melissa Super Us 2018
Bill Porter Vice President o Finance Raleigh Lindsay Admin U 2019
Bill Porter Vice President o Finance Raleigh 2018
Bill Porter Vice President o Finance Raleigh Lindsay Admin U 2019
Catherine O'DonAccounts PayableAccounting Linda Lawflin 2019
Catherine O'DonAccounts PayableAccounting Raleigh Linda Lawflin 2018
Charlie BlancharAccounts ReceivaAccounting Raleigh Lindsay Admin U 2019
Colleen Adams Purchasing ManaPurchasing Amy Barnes 2019
David Employee Sales RepresentaSales Preston Manager 2019
David Employee Sales RepresentaSales Preston Manager 2017
David Employee Sales RepresentaSales Preston Manager 2016
David Employee Sales RepresentaSales Preston Manager 2017
David Employee Sales RepresentaSales Wilmington Preston Manager 2017
David Employee Sales RepresentaSales Wilmington Preston Manager 2018
David Employee Sales RepresentaSales Wilmington Preston Manager 2018
Elizabeth Ray Marketing ManaMarketing Megan Timber 2019
Elizabeth Ray Marketing ManaMarketing Melissa Super Us 2016
Elizabeth Ray Marketing ManaMarketing Nashville Lindsay Admin U 2019
Jason Beake IT Manager Operations Amy Barnes 2019

Jason Beake IT Manager Operations Amy Barnes 2016

Jennifer SimmonHuman Resources
Human Resources Lena Thomas 2019

Jennifer SimmonHuman Resources Human ResourceWilmington Lena Thomas 2016

Jennifer SimmonHuman Resources Human ResourceWilmington Lena Thomas 2018
Jennifer SimmonHuman Resources Human ResourceWilmington Lindsay Admin U 2019
Karen Smith Purchasing AssisOperations Bill Porter, Coll 2019
Karen Smith Purchasing AssisOperations Bill Porter, Coll 2017
Karen Smith Purchasing AssisOperations Bill Porter, Coll 2016
Karen Smith Purchasing AssisOperations Bill Porter, Coll 2017
Karen Smith Purchasing AssisOperations Charlotte Bill Porter, Coll 2017
Karen Smith Purchasing AssisOperations Charlotte Bill Porter, Coll 2018
Karen Smith Purchasing AssisOperations Charlotte 2018
Karen Smith Purchasing AssisOperations Charlotte Bill Porter, Coll 2018
Lena Thomas Human ResourceHuman Resources Amy Barnes 2019
Lena Thomas Human ResourceHuman Resources Amy Barnes 2017
Lena Thomas Human ResourceHuman Resources Amy Barnes 2016
Lena Thomas Human ResourceHuman ResourceWilmington Amy Barnes 2017
Lena Thomas Human ResourceHuman ResourceWilmington 2018
Lena Thomas Human ResourceHuman ResourceWilmington Amy Barnes 2018
Lena Thomas Human ResourceHuman ResourceWilmington Amy Barnes 2018
Linda Lawflin Accounting ManAccounting Amy Barnes 2019
Linda Lawflin Accounting ManAccounting Amy Barnes 2017
Linda Lawflin Accounting ManAccounting Amy Barnes 2016
Linda Lawflin Accounting ManAccounting Raleigh Bill Porter 2019
Linda Lawflin Accounting ManAccounting Amy Barnes 2017
Lindsay Admin UOffice Administr Executive Melissa Super Us 2019
Lindsay Admin UOffice Administr Executive Elizabeth Ray 2017
Lindsay Admin UOffice Administr Executive 2016
Lindsay Admin UOffice Administr Executive 2016
Lindsay Admin UOffice Administr Executive 2017
Lindsay Admin UOffice Administr Executive Wilmington Colleen Adams 2017
Lindsay Admin UOffice Administr Executive Wilmington Melissa Super Us 2018
Lindsay Admin UOffice Administr Executive Wilmington Melissa Super Us 2018
Lindsay Admin UHuman Resources Executive Wilmington Melissa Super Us 2019
Louise Gosling Vice President ofSales Melissa Super Us 2019
Louise Gosling Vice President ofSales Melissa Super Us 2017
Louise Gosling Vice President ofSales Melissa Super Us 2016
Louise Gosling Vice President ofSales Melissa Super Us 2017
Louise Gosling Vice President ofSales Wilmington Melissa Super Us 2017
Louise Gosling Vice President ofSales Wilmington Melissa Super Us 2018
Louise Gosling Vice President ofSales Wilmington Lindsay Admin U 2018
Louise Gosling Vice President ofSales Wilmington Melissa Super Us 2018
Louise Gosling Vice President ofSales Wilmington Lindsay Admin U 2019
Megan Timber Vice President o Marketing Melissa Super Us 2019
Megan Timber Vice President o Marketing Melissa Super Us 2017
Megan Timber Vice President o Marketing Melissa Super Us 2016
Megan Timber Vice President o Marketing Melissa Super Us 2017
Megan Timber Vice President o Marketing Nashville Melissa Super Us 2017
Megan Timber Vice President o Marketing Nashville Melissa Super Us 2018
Megan Timber Vice President o Marketing Nashville Melissa Super Us 2018
Preston ManagerSales Manager Sales Louise Gosling 2019
Preston ManagerSales Manager Sales Louise Gosling 2017
Preston ManagerSales Manager Sales Louise Gosling 2016
Preston ManagerSales Manager Sales Wilmington Louise Gosling 2017
Preston ManagerSales Manager Sales Wilmington Louise Gosling 2017
Preston ManagerSales Manager Sales Wilmington Louise Gosling 2018
Preston ManagerSales Manager Sales Wilmington Lindsay Admin U 2019
Sam Little IT Administrator Operations Amy Barnes, Jas 2019
Sam Little IT Administrator Operations Amy Barnes, Jas 2017
Sam Little IT Administrator Operations Amy Barnes, Jas 2016
Sam Little IT Administrator Operations Amy Barnes, Jas 2017
Sam Little IT Administrator Operations Wilmington Amy Barnes, Jas 2017
Sam Little IT Administrator Operations Wilmington 2018
Sam Little IT Administrator Operations Wilmington Jason Beake 2019
Sam Little IT Administrator Operations Wilmington 2018
Wesley Winns Sales RepresentaSales Preston Manager 2019
Wesley Winns Sales RepresentaSales Preston Manager 2017
Wesley Winns Sales RepresentaSales Preston Manager 2016
Wesley Winns Sales RepresentaSales Preston Manager 2017
Wesley Winns Sales RepresentaSales Preston Manager 2017
 Total Leadership
Coaching Performance Identified
Cycle Performance Competency Score Potential
2H 4 3.33 7.33 6
Q1 3.36 3.25 6.61 9 9.99
Q3 2 3.25 5.25 2
Q2 3.56 3.5 7.06 3
1H 3.11 3.53 6.64 8
2H 3.11 3.71 6.82 8
2H 2.46 3.24 5.7 6
6.66
1H 3.4 3.67 7.07 2
Q4 3.8 3 6.8 10

Potential
Q1 3.8 3 6.8 5
2H 3.88 3.33 7.21 4
Q1 2.14 3 5.14 6
Q1 2.14 4 10 5 3.33
Q1 2.86 4 6.86 5
Q4 3.29 4 7.29 2
Q1 3.71 2.86 6.57 4
1H 3.29 3.14 6.43 6
Q2 1.86 2 3.86 8
0
2019 3.5 2.33 5.83 10 0
Q1 2.29 3 5.29 9
Q3 3 2.57 5.57 7
Q2 4.5 3.5 8 5
Q1 2.75 3.6 6.35 4
Q1 3 2.33 5.33 6
Q1 3.33 3.31 6.64 6
Q3 2.25 3.43 5.68 2
Q2 3.5 3.46 6.96 2
Q4 3.67 3.69 9 9
Q1 2 2 4 8
1H 3 3.54 6.54 10
Q1 3.43 2.5 5.93 4
Q3 2.29 3.43 5.72 8
2H 3 3.33 6.33 2
Q1 3 3 6 7

Q3 3.33 4 7.33 8
Q1 2 3 5 2

Q3 2.86 3 5.86 5
Q3 2 5 7 2
2H 2.67 3.17 5.84 6
Q1 2 2.44 4.44 2
Q1 2.38 3 5.38 10
Q3 2.25 2.36 4.61 9
Q2 2.75 3.18 5.93 7
Q4 3 3.27 6.27 8
Q1 3.75 2.73 6.48 3
Q2 3.75 3 6.75 6
Q2 4.75 1.45 6.2 1
Q1 3.29 3 6.29 2
Q1 3.43 3 6.43 7
Q3 3 3.38 6.38 1
Q4 3.71 3 6.71 2
Q1 3.71 3 6.71 7
Q2 3.71 3 6.71 9
Q2 4 4.73 8.73 8
Q1 3 2.43 5.43 8
Q1 2.43 2 4.43 5
Q3 2.29 2 4.29 5
1H 2.71 2 4.71 3
Q4 2.71 2.38 5.09 6
Q1 3.17 3 6.17 6
Q1 3.5 3.5 7 2
Q3 2.5 3.5 6 5
Q2 3 4 7 8
Q2 3 3.75 6.75 10
Q4 3.33 3.75 7.08 7
Q1 3.33 3.25 6.58 4
Q2 3.33 3.25 6.58 8
2H 4.67 2.5 7.17 6
Q1 3 2.71 5.71 8
Q1 3 3.29 6.29 8
Q3 2.38 2.7 5.08 9
Q2 3.38 3.57 6.95 2
Q4 2.7 3.22 5.92 7
Q1 2.7 3.44 6.14 4
2H 2.7 3.44 6.14 5
Q3 1 5 6 1
2H 2.67 2.67 5.34 10
Q1 3.33 3.67 7 8
Q1 4 3.33 7.33 3
Q3 3 2.5 5.5 9
Q2 4 3.67 7.67 1
Q4 4 4 8 3
Q1 4 4.33 8.33 1
2H 4 4.33 8.33 9
Q1 3 3 6 9
Q1 3 2.71 5.71 4
Q3 3.86 3.29 7.15 8
Q2 2.43 2.43 4.86 7
Q4 2 2.71 4.71 4
Q1 2.43 2.71 5.14 4
2H 2 2.71 4.71 3
Q1 2.63 3 5.63 5
Q1 3.13 3.33 6.46 2
Q3 2.38 3.33 5.71 6
Q2 3.13 2.67 5.8 9
Q4 3.75 3 6.75 10
Q1 2.38 3.33 5.71 1
1H 3.38 3.33 6.71 8
Q3 5 5 10 4
Q1 2.67 3.33 6 2
Q1 3 3.17 6.17 4
Q3 2.67 4 6.67 3
Q2 3.5 3.38 6.88 1
Q4 3.67 3.43 7.1 3
 9-Box Grid
9.99

6.66
Potential

3.33

0
0 3.33 6.66 9.99

Total Performance Score

9.99
 Review
Employee Position Department Company Manager(s) Year
Saugat AM-Accounts Account Westar PropertieIshwar Regmi 2021
 Total Leadership
Review Performance Identified
Qurater Performance Competency Score Potential
1 3 3.33 6.33 6
0 0 9.99
0 0
0 0
0 0
0 0
0 0
6.66
0 0
0 0

Potential
0 0
0 0
0 0
0 0 3.33
0 0
0 0
0 0
0 0
0 0
0
0 0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0

0 0
0 0

0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
 9-Box Grid
9.99

6.66
Potential

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0 3.33 6.66 9.99

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